Tag Archive: insights
Inherited IRA rules: every option a beneficiary should know
<p>The rules for inherited IRAs are complex. Understanding those rules is crucial to getting the most out of the inherited IRA — and avoiding running afoul of the IRS. </p>
Want to relocate after retirement? Read these 5 quick tips first
<p>Choosing to relocate to another state is a complicated and very personal decision. If you’re thinking about retiring in a different state, read these valuable tips first.</p>
You can roll your 529 plan to a Roth IRA beginning in 2024
<p>Under the new law, beginning in 2024, you can withdraw funds from an existing 529 plan and roll them into a Roth IRA. There are some important rules.</p>
What are the best ways to lower taxable income?
<p>The increased standard deductions under the Tax Cuts and Jobs Act provided tax savings for many. Taxable income can be reduced further with a few strategic steps.</p>
Best ways to use your 401(k) without a penalty
<p>Retirement funds don't have to be off-limits if you're in dire need. Here're a few ways to withdraw from your 401(k) early without incurring a penalty from the IRS.</p>
How to talk to your kids about your retirement years
<p>Your retirement plans don’t affect just you — they also have an impact on your children. Here’s what they need to know about your finances.</p>
3 mistakes not to make with your retirement savings, from people who have already retired
<p>Saving for retirement takes years of planning. Retirees share their best advice on retirement, what worked for them and what didn't.</p>
Why not go to all cash now that rates are higher?
<p>Going to all cash can make sense in some situations, but the potential downsides include among others missing the market’s best days of high returns.</p>
When life gets in the way of your retirement plans
<p>Life happens but you don’t have to let it get in the way of your retirement. Here's what you can do to protect your nest egg.</p>
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